It’s no secret that it’s the name of a stock market game over the past few weeks. President Trump’s announcement of new trade tariffs has shocked investors. But even in the midst of this fresh volatility, there are still opportunities to be found.
Taiwanese semiconductor manufacturing today
Taiwan Semiconductor Manufacturing
- 52 weeks range
- $125.78
▼
$226.40
- Dividend yield
- 1.42%
- P/E ratio
- 21.57
- Price target
- $220.00
President Trump has applied tariff exemptions on products, the most important to the global economic situation, as almost every sector and industry relies on the technology sector in some way.
Within that sector, semiconductors dominate King, these exemptions were made with chips made and exported from China to support household appliances and other businesses.
Among all names in this industry is one investor who needs to watch right now, as it is the epicenter that runs on chips and most other types of technology.
That stock is Taiwan Semiconductor Manufacturing NYSE: TSMsupports the manufacturing and supply chain of most consumer electronics companies currently exempt from customs duties.
Why is Taiwanese semiconductors the top pick?
Most investors focus on names that are more popular in today’s market, but Nvidia Co. NASDAQ: NVDA And more Apple Inc. NASDAQ: AAPLOne fundamental factor today is true and remains true for the next few months and quarters. The reason for this is that all of these popular rely on Taiwan Semiconductors as their suppliers.
Understanding how important this setup is today, investors can see how Nvidia and Apple won’t succeed without Taiwan’s semiconductors. Therefore, exemptions have been made to ensure that the company operates more freely in today’s uncertain market.
Not only that, Taiwanese semiconductors are looking to invest $165 billion, just over $165 billion, as they began building factories in states such as Ohio and Arizona.
Of course there are other names Intel Co. NASDAQ: INTC It did the same to continue to comply with the President’s goal of reducing the risk of semiconductor supply chains being too dependent on the Asian region. However, in terms of market share compared to today’s Taiwanese semiconductor stocks, there is no positioning.
Optimism returns to Taiwanese semiconductors
Wall Street has one common behaviour that investors should know when analyzing the market. Whenever a stock or sector takes a rather bearish price action, analysts and buyers tend to leave that space until things start looking up again.
Therefore, sudden changes in feelings towards bullishness and optimism should be more than just salt. This is the case with Taiwanese semiconductor inventory, as this analyst has recently come to enhance the future benefits of the name, despite trading at 68% of its 52-week high.
Specifically, analysts at Needham & Company have decided not only to repeat the stock purchase ratings as of April 2025, but also to issue a new valuation of as much as $225 per share. This new view means that the stock needs to flirt at a 52-week high of $226 per share, allowing more momentum buyers to start intervening.
All meanings are at rallies up to 48.5% from today’s low prices, giving investors a source of low chances for portfolio rise in one of the most volatile periods in stock market history. After all, these analysts are not alone in the paradoxical views on Taiwanese semiconductor stock.
As of the new quarter (started in April 2025), more than $1 billion institutional capital has entered Taiwanese semiconductor stocks, as investors have noticed what they know now.
When that belief and awareness spreads, it makes sense to see this leader at such a low price. Leading the path to this new purchase came from Dover Advisor, which increased its holdings of Taiwanese semiconductor stocks by 9.2% as of April 2025.
You’ll want to hear this before considering manufacturing Taiwanese semiconductors.
MarketBeat tracks the top rated and best-performing research analysts on Wall Street, as well as stocks they recommend to their clients every day. MarketBeat quietly whispered to clients before the broader market emerged, identifying five stocks to buy now…and Taiwan’s semiconductor manufacturing was not on the list.
Taiwanese semiconductor manufacturers currently have a medium buy rating among analysts, but top rated analysts believe these five stocks are better buys.
Here we show 5 stocks
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